Batch Saving Forms

The same set of Laser App forms can be saved for multiple clients automatically much as you would save a form for a single client. In other words, you can preset one or more forms on the screen with given registration types and then cycle through a range of contacts records saving the file format of your choice for each contact.

To save filled forms for a group of clients follow these simple steps:

1. Load one or more forms from the Forms menu or Custom Groups menu and set their registration types according to your needs. Note: if you are going to batch save Custom PDFs this step is not necessary.
2. Use the keyboard shortcut Ctrl+D or click Data View>Contact Data from the main menu to bring up the contact data screen.
3. Select the Contact Grid tab and then click the “Batch Mode” button.
4. You will be presented with a dialog that will ask you which contact records to select, or load a previous selection from a saved *.lbrec file. If you have not previously saved a client selection file choose the select manually or “all” option and click Ok. To select contacts manually hold the Ctrl key down and left-click the contact records you wish to save for in the left-most border of the contact grid. You can also hold the Shift key down while using the up and down arrows to select consecutive records.

5. Once records are selected click the button labeled “Save Now” at the top of the contact grid. You will be prompted for an initial filename. Provide a name that characterizes the batch operation and Laser App will automatically append the file name provided with the contact record’s proper name. All the saved form files will be saved in the same directory as the initial file chosen.

6. In the save dialog choose a file format to save and click “Save” to begin saving the form(s) for each contact selected. By default the files saved will be prefixed by the contact record’s first,mi,and last name. To prefix the files with last name first see Program Settings. If you need to print the applications simply select them in Windows Explorer, right click, and choose “Print”.

If you selected contacts manually you will be asked if you want to save the record selection for future use. This is convenient when certain sets of contacts will be used repeatedly.

Note: to exit batch mode before or after an operation click the “Exit Batch Mode” button. To cancel batch saving while in progress, or leave batch mode press the Esc key.

Important Note: This feature is limited to pulling only the data initially inserted when the form loads. For example, only the initial values for the registration type selected are inserted while other fields such as beneficiary areas are erased. While using batch mode there is no way to select beneficiaries as a rep normally would (with Insert Buttons). In addition, electronically signed forms may not be batch saved.